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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,896 | $88,707-40.4% | $74,184-28.7% | $273,972-80.7% |
| Participation rate | 63.2% | 79.4%-16.3pp | 76.6%-13.5pp | 83.0%-19.9pp |
| Annual return | 8.50% | 11.94%-3.4pp | 17.74%-9.2pp | 41.46%-33.0pp |
| Employer contribution / active EE | $181 | $3,159-94.3% | $2,370-92.3% | $4,869-96.3% |
| Participant deferral / active EE | $1,760 | $4,212-58.2% | $3,550-50.4% | $5,287-66.7% |
| Admin fee / account holder | $2,937 | $8,717-66.3% | $5,586-47.4% | $10,133-71.0% |